To me, that sounds like a play on the hype train, which can work out very well if you know what you're doing. I think you need to be on your toes for this kind of gamble though, since hypes are usually short-term by definition.

I do agree that this particular hype, if we want to call it that, is one of a kind, at least in my (limited) experience. The current valuation is crazy, but so is the impact of "AI" right now.

I just have no idea how long it will last.